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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4326
– –
-584
4327
– –
0
4328
– –
-439
4329
– –
-68
4330
$0 ﹤0.01%
9
4331
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4332
$0 ﹤0.01%
+67
4333
$0 ﹤0.01%
2
-14
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$0 ﹤0.01%
5
-126
4335
$0 ﹤0.01%
3
4336
$0 ﹤0.01%
5
4337
– –
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4338
$0 ﹤0.01%
+2
4339
$0 ﹤0.01%
2
-347
4340
$0 ﹤0.01%
2
-401
4341
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-507
4342
– –
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$0 ﹤0.01%
21
4344
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4345
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186
-372
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4347
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4348
$0 ﹤0.01%
1
4349
$0 ﹤0.01%
9
+4
4350
$0 ﹤0.01%
40
172 173
174
175 176